Gitterman Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
427
-123
| -22% | -$122K | 0.1% | 55 |
|
|
2025
Q1 | $520K | Sell |
550
-5
| -0.9% | -$4.73K | 0.14% | 39 |
|
|
2024
Q4 | $508K | Sell |
555
-47
| -8% | -$43K | 0.21% | 36 |
|
|
2024
Q3 | $534K | Hold |
602
| – | – | 0.22% | 26 |
|
|
2024
Q2 | $512K | Hold |
602
| – | – | 0.2% | 26 |
|
|
2024
Q1 | $441K | Hold |
602
| – | – | 0.17% | 34 |
|
|
2023
Q4 | $397K | Hold |
602
| – | – | 0.18% | 35 |
|
|
2023
Q3 | $340K | Sell |
602
-12
| -2% | -$6.78K | 0.16% | 30 |
|
|
2023
Q2 | $331K | Sell |
614
-457
| -43% | -$246K | 0.15% | 36 |
|
|
2023
Q1 | $532K | Buy |
1,071
+327
| +44% | +$162K | 0.25% | 19 |
|
|
2022
Q4 | $340K | Hold |
744
| – | – | 0.17% | 32 |
|
|
2022
Q3 | $352K | Buy |
744
+22
| +3% | +$10.4K | 0.36% | 32 |
|
|
2022
Q2 | $347K | Hold |
722
| – | – | 0.32% | 34 |
|
|
2022
Q1 | $416K | Buy |
722
+100
| +16% | +$57.6K | 0.33% | 37 |
|
|
2021
Q4 | $353K | Hold |
622
| – | – | 0.26% | 49 |
|
|
2021
Q3 | $279K | Hold |
622
| – | – | 0.22% | 47 |
|
|
2021
Q2 | $246K | Hold |
622
| – | – | 0.2% | 49 |
|
|
2021
Q1 | $219K | Buy |
+622
| New | +$219K | 0.14% | 56 |
|